Phileo Advisory
@phileoadvisory.com
Reduce taxes, optimize your income, invest wisely, and only have to retire once. Find out how the Phileo Advisory Group can help you plan better.
Phileo Advisory's Company Logos
Phileo Advisory's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#1C244B
Cloud Burst
28, 36, 75
230, 46, 20
63, 52, 0, 71
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#FFCB70
Goldenrod
255, 203, 112
38, 100, 72
0, 20, 56, 0
About Phileo Advisory
Phileo Advisory Group is a retirement-focused financial planning firm based in Fernandina Beach, Florida. For about a decade, the firm has worked with pre-retirees and retirees to bring greater clarity and confidence to retirement decisions, with particular attention to tax-smart strategies. Its services include financial planning, investment management, insurance planning, retirement income planning, Social Security timing, tax planning, and estate and legacy planning.
The firm says it develops portfolios around clients’ income needs and risk comfort, and helps plan income streams while addressing taxes, health care costs, longevity risk, and wealth transfer wishes. Prospective clients can begin with a no-cost, no-obligation introductory call and assessment, then consider whether the firm’s approach suits their needs before deciding to work together. Phileo Advisory Group presents its role as providing personalized, ongoing advice and helping clients make informed plans for retirement.
Investment advisory services are offered through duly registered individuals on behalf of CreativeOne Wealth, LLC, an unaffiliated registered investment adviser. The firm notes that it does not provide tax or legal advice
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
